+411.6%
ROIV vs AVAV
+18.1%
+393.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.5% | -4.3% | +4.5% |
| 7D | +5.3% | -10.6% | +15.9% | +7.0% |
| 30D | +11.9% | -18.8% | +30.7% | +15.2% |
| 3M | +10.7% | -34.1% | +44.8% | +17.3% |
| 6M | +34.9% | -35.3% | +70.2% | +41.3% |
| YTD | +79.2% | -53.4% | +132.6% | +94.4% |
| 1Y | +89.0% | -65.6% | +154.7% | +114.8% |
| 3Y | +337.3% | -5.1% | +342.4% | +292.4% |
| All | +411.6% | +18.1% | +393.4% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling